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[@FluentInQuality](/creator/twitter/FluentInQuality)
"I published an in-depth investment case on Rko AB You can read it via the link in my bio. 😎 $ROKO $ROKOb"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1942934878707703850) 2025-07-09 13:12:27 UTC 2565 followers, 1504 engagements


"Seems like Google is finally making moves. I love a dead company. $GOOG $GOOGL"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1945188771210686745) 2025-07-15 18:28:37 UTC 2566 followers, XXX engagements


"Giverny Capital on Arista Networks👇🏻 Is Arista the leader though $ANET"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1930944740721152136) 2025-06-06 11:07:56 UTC 2566 followers, 2534 engagements


"@TomYang60229879 Whats a reasonable service as % of total revenue for ASML to you"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1946551255100174418) 2025-07-19 12:42:39 UTC 2567 followers, XX engagements


"@TomYang60229879 Hmmm. I think that once growth slows service will become more dominant. For now I would argue this is a healthy range ASML is in and later in life a higher % would be good"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1946642090886062383) 2025-07-19 18:43:35 UTC 2567 followers, XX engagements


"My portfolio as of today: X. Amazon $AMZN X. ASML $ASML X. MercadoLibre $MELI X. Visa $V X. Dino Polska $DNP X. LVMH $LVMH $MC.PA X. Alphabet $GOOGL X. Adobe $ADBE X. Copart $CPRT XX. Kinsale Capital $KNSL I am incredibly pleased with all my holdings. I am still unsure what to make of Adobe but I will continue to hold on to the bad boy until my thesis changes. Adobe has been the biggest drag on my portfolio and returns"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1903136455611805782) 2025-03-21 17:27:44 UTC 2565 followers, 58.7K engagements


"At this point ASML operates as a subscription-based business. Nothing wrong with it don't get me wrong. I love long-term sticky sustainable and much-needed contracts. I love to see it. $ASML"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1946309776960315776) 2025-07-18 20:43:06 UTC 2566 followers, 1380 engagements


"How can someone be bearish on this. 😉 $GOOG $GOOGL"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1943745340525420632) 2025-07-11 18:52:56 UTC 2563 followers, XXX engagements


"8 High-growth stocks with 3-year forward revenue CAGR above 20%👇🏻 X. $ARM Arm Holdings X. $SOFI SoFi X. $DDOG DataDog X. $RBLX Roblox Corporation X. $APP AppLovin X. $SHOP Shopify X. $CRWD CrowdStrike X. $AXO Axon Enterprise Which ones are you watching 👀"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1943771584432333113) 2025-07-11 20:37:13 UTC 2561 followers, 2061 engagements


"ASML down after earnings. Nothing new 😂 $ASML"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1945453398603731153) 2025-07-16 12:00:09 UTC 2566 followers, XXX engagements


"Here are some companies I'm excited about for the future 👇🏻 Nu Holdings $NU Oscar Health $OSCR S&P Global $SPGI Visa $V ASML Holdings $ASML Kinsale Capital $KNSL Lemonade Inc. $LMND Hims and Hers $HIMS What company am I missing 👀"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1929840631880286672) 2025-06-03 10:00:36 UTC 2563 followers, 1260 engagements


"I need to look over to Norway some more. Norbit ASA is quietly building something BIG. $NORBT.OL $NORBT"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1943329298573676602) 2025-07-10 15:19:44 UTC 2561 followers, XXX engagements


"If could have a portfolio of only X companies which are you picking 🧐 Drop how much % you would allocate to them as well"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1946865298361229443) 2025-07-20 09:30:32 UTC 2566 followers, XXX engagements


"Me when I talk about ROIC with someone (the person doesnt know anything about investing):"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1946688853018046654) 2025-07-19 21:49:24 UTC 2564 followers, XXX engagements


"Adding a Swedish company to the portfolio which is essentially a smaller version of Constellation Software feels good. A slight dopamine rush was experienced when pressing ''Buy.''🤷♂"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1944759547119149377) 2025-07-14 14:03:02 UTC 2563 followers, XXX engagements


"My portfolio as of today including total profit (loss)👇🏻 Amazon $AMZN: XX% Visa $V: XXXX% LVMH $MC.PA / $LVMH: +2.6% MercadoLibre $MELI: +17.8% ASML $ASML: +6.3% Dino Polska $DNP/ $DNOPY: +36.9% NVIDIA $NVDA: +6.3% Adobe $ADBE: (3.4)% Copart $CPRT: +33.5% Alphabet $GOOGL: (0.4) Kinsale Capital $KNSL: +14.6% Last week most of my positions took some hits driving the overall profits lower. Do I care Nope. Still holding these compounders until my thesis changes. Content with the results. Content with the companies. Content with the allocation. Content with their fundamentals. I still have faith"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1895800460923289675) 2025-03-01 11:37:06 UTC 2565 followers, 2462 engagements


"One of the most quietly powerful businesses in finance. It runs the NYSE dominates market data and touches trillions in transactions. Intercontinental Exchange $ICE A quick no-fluff look at this compounder: 🧵"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1943655557342089589) 2025-07-11 12:56:10 UTC 2565 followers, 1358 engagements


"I ran Terry Smith's metrics through a screener. Here are XX companies that fit some of his criteria. 👇🏻 X. $AUTO: Auto Trader Group plc X. $MEDP: Medpace Holdings Inc. X. $NXT: Nextracker Inc. X. $GAW: Games Workshop Group PLC X. $IESC: IES Holdings Inc. X. $NWL: Netwealth Group Limited X. $RAA: RATIONAL Aktiengesellschaft X. $FNOX: Fortnox AB X. $CALM: Cal-Maine Foods Inc. XX. $MYCR: Mycronic AB There are some interesting names on this list.🧐"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1944112463324361082) 2025-07-12 19:11:45 UTC 2563 followers, XXX engagements


"Founder-led companies tend to outperform other companies. Here are X of my favorite founder-led companies. X. $FIGS Figs: X% X. $INTU Intuit: X% X. $META Meta: XX% X. $ORCL Oracle: XX% X. $FTNT Fortinet: XX% X. $NVDA NVIDIA: XXX% X. $CRM Salesforce: X% Do you own any😎"  
![@FluentInQuality Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1618932321679282178.png) [@FluentInQuality](/creator/x/FluentInQuality) on [X](/post/tweet/1944476738269909448) 2025-07-13 19:19:15 UTC 2565 followers, XXX engagements